Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionCalamos Advisors LLC
Latest Disclosed Ownership1,439 shares
Latest Disclosed Value $ 268,417
Calamos Advisors LLC ownership in SPG / Simon Property Group, Inc.

On May 4, 2026 - Calamos Advisors LLC filed a 13F-HR form disclosing ownership of 1,439 shares of Simon Property Group, Inc. (MX:SPG) valued at $268,417 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2023 disclosing 0 shares of Simon Property Group, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,439 1,439 268 0.0009
2023-01-26 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -109,609 -100.00 0 -100.00
2022-10-24 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 109,609 0 0.00 9,837 -5.45 0.0450
2022-08-01 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 109,609 2,951 2.77 10,404 -25.86 0.0449
2022-05-03 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 106,658 13,966 15.07 14,032 -5.25 0.0527
2022-02-01 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 92,692 3,626 4.07 14,809 27.93 0.0554
2021-10-26 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 89,066 7,747 9.53 11,576 9.09 0.0506
2021-07-22 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 81,319 18,426 29.30 10,611 48.30 0.0485
2021-04-12 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 62,893 1,996 3.28 7,155 37.78 0.0390
2021-01-27 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 60,897 -2,391 -3.78 5,193 26.88 0.0301
2020-10-26 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 63,288 -5,554 -8.07 4,093 -13.04 0.0263
2020-07-27 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 68,842 -4,405 -6.01 4,707 17.15 0.0333
2020-04-28 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 73,247 -5,877 -7.43 4,018 -65.91 0.0315
2020-01-15 2019-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 79,124 -1,320 -1.64 11,786 -5.87 0.0583
2019-10-21 2019-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 80,444 6,976 9.50 12,521 6.68 0.0682
2019-08-07 2019-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 73,468 2,929 4.15 11,737 -8.68 0.0652
2019-04-12 2019-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 70,539 659 0.94 12,853 9.49 0.0802
2019-01-24 2018-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 69,880 10,357 17.40 11,739 11.58 0.0775
2018-10-22 2018-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 59,523 4,420 8.02 10,521 12.19 0.0579
2018-07-17 2018-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 55,103 6,598 13.60 9,378 25.26 0.0573
2018-04-13 2018-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 48,505 2,285 4.94 7,487 -5.68 0.0487
2018-02-13 2017-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 46,220 -980 -2.08 7,938 4.45 0.0405
2017-10-25 2017-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 47,200 1,730 3.80 7,600 3.33 0.0588
2017-08-09 2017-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 45,470 1,205 2.72 7,355 -3.41 0.0544
2017-04-20 2017-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,265 -103 -0.23 7,615 -3.40 0.0600
2017-02-06 2016-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,368 -596 -1.33 7,883 -15.31 0.0627
2016-11-14 2016-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,964 44 0.10 9,308 -4.46 0.0665
2016-07-26 2016-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,920 17 0.04 9,743 4.47 0.0684
2016-04-25 2016-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,903 2,804 6.66 9,326 13.93 0.0619
2016-02-05 2015-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 42,099 0 0.00 8,186 5.84 0.0520
2015-11-10 2015-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 42,099 16 0.04 7,734 6.22 0.0533
2015-08-14 2015-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 42,083 -2,374 -5.34 7,281 -16.29 0.0450
2015-05-13 2015-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,457 26 0.06 8,698 7.50 0.0545
2015-02-13 2014-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,431 231 0.52 8,091 11.34 0.0535
2014-11-14 2014-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,200 0 0.00 7,267 -1.13 0.0485
2014-08-14 2014-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 44,200 3,200 7.80 7,350 9.31 0.0466
2014-05-16 2014-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 41,000 0 0.00 6,724 7.77 0.0430
2014-02-14 2013-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 41,000 0 0.00 6,239 2.67 0.0397
2013-11-14 2013-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 41,000 12,000 41.38 6,077 32.69 0.0381
2013-08-12 2013-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 29,000 29,000 4,580 0.0299
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.